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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:42 AM ET

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Adam Spence

Named as an officer, director or promoter on SEC Form D filings · MA · Nov 9, 2021 → Jun 18, 2026

40deals (issuers)
$8.36Breported sold
1,274investors
88Form D filings
2021–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Adam Spence is listed as an executive officer and director on 88 SEC Form D filings by 40 issuers between Nov 2021 and Jun 2026. Largest by amount reported sold: Master Portfolio (A), L.P. (Boston, MA — pooled investment fund — 2022–2026; $1.6B reported sold to 228 investors), Partners Capital Harrier Fund (C), Ltd. (Boston, MA — pooled investment fund — 2025–2026; $1.35B reported sold to 83 investors), Partners Capital Greyhawk Fund, L.P. (Boston, MA — pooled investment fund — 2022–2023; $1.16B reported sold to 130 investors), Master Portfolio (C) S.A. SICAV-RAIF (Boston, MA — pooled investment fund — 2025–2026; $605.4M reported sold to 57 investors), Partners Capital Harrier Fund (A), L.P. (Boston, MA — pooled investment fund — 2022–2026; $570M reported sold to 148 investors) and 35 more (all listed below).

What this means That is a lot of deals — 40 separate companies raised money with this person listed as executive officer and director, over about 5 years. Across those companies the filings report $8.36B sold in total.

Listed alongside Alexander Band (88 shared filings), David Shushan (88 shared filings), Euan Finlay (82 shared filings), Kamran Moghadam (82 shared filings), Adam Watson (81 shared filings) and 55 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Adam. Each name links to their own page.

All 40 issuers belong to the sponsor group Partners Capital Condor (95 issuers, $13.17B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Partners Capital Condor has 95 companies on file and $13.17B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 88 public filings for Adam Spence and found 6 differences, 4 worth asking the sponsor about: Bankruptcy case: Adam P. Spence; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Adam Spence has not run yet — it is joining a line of 25,885 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Adam Spence..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

Adam P. Spence closed
United States Bankruptcy Court, N.D. California · No. 96-53700 · Filed May 16, 1996 · Closed Oct 24, 1996
Role of Adam P. Spence: Debtor · Outcome: Case closed 1996-10-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in CA (not a filing state)
Adam P. Spence closed
United States Bankruptcy Court, N.D. California · No. 94-55772 · Filed Sep 6, 1994 · Closed Jun 6, 1996
Role of Adam P. Spence: Debtor · Outcome: Case closed 1996-06-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in CA (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

6 differences found between the filings for Adam Spence — 4 worth asking about (compared the newest 50 of 88 filings on Oct 24, 2026; older filings not covered)

Worth asking · May 16, 1996 – Oct 24, 1996

Bankruptcy case: Adam P. Spence — filed May 16, 1996

United States Bankruptcy Court, N.D. California docket "Adam P. Spence" filed May 16, 1996, closed Oct 24, 1996. Adam Spence is listed as Debtor ("Adam P. Spence"). Our match estimate: 40%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. California ↗
Sources
Worth asking · Sep 6, 1994 – Jun 6, 1996

Bankruptcy case: Adam P. Spence — filed Sep 6, 1994

United States Bankruptcy Court, N.D. California docket "Adam P. Spence" filed Sep 6, 1994, closed Jun 6, 1996. Adam Spence is listed as Debtor ("Adam P. Spence"). Our match estimate: 40%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. California ↗
Sources
Worth asking · Apr 10, 2023 – Feb 15, 2024

Investor count went down between filings — Partners Capital Kestrel Fund, L.P. Series H

The Apr 10, 2023 filing reports 4 investors; the Feb 15, 2024 Form D/A reports 3 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Apr 10, 2023 ↗Form D/A (later) · Feb 15, 2024 ↗Partners Capital Kestrel Fund, L.P. Series H — PartnerFacts page ↗
Sources
Worth asking · Apr 10, 2023 – Feb 15, 2024

Investor count went down between filings — Partners Capital Kestrel Fund, L.P. Series E

The Apr 10, 2023 filing reports 13 investors; the Feb 15, 2024 Form D/A reports 11 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Apr 10, 2023 ↗Form D/A (later) · Feb 15, 2024 ↗Partners Capital Kestrel Fund, L.P. Series E — PartnerFacts page ↗
Sources
Note · Apr 5, 2024 – Apr 16, 2025

No amendment in the last 12 months on an offering that may still be open — Partners Capital Merlin Co-Investment Fund IV, L.P. (latest filing Apr 16, 2025)

The latest filing for this offering is dated Apr 16, 2025 (first sale Apr 5, 2024). It reports $73,840,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Apr 16, 2025 ↗Partners Capital Merlin Co-Investment Fund IV, L.P. — PartnerFacts page ↗
Sources
Note · Apr 10, 2023 – Feb 7, 2025

Adam Spence's role changed at Partners Capital Kestrel Fund, L.P. Series D: executive officer, director → executive officer

The Apr 10, 2023 filing lists Adam Spence as executive officer, director; the Feb 7, 2025 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Apr 10, 2023 ↗Form D/A · Feb 7, 2025 ↗Adam Spence — PartnerFacts page ↗Partners Capital Kestrel Fund, L.P. Series D — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 88 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 40 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 18, 2026 D
Champlain Aggregator LP
File 021-587948
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2026 D
Fairfax Aggregator LP
File 021-587933
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2026 D
Partners Capital Gryphon Fund I, L.P.
File 021-579374
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2026 D
Partners Capital Red Kite Fund IV, L.P.
File 021-579376
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2026 D
Partners Capital Condor Fund XIX, L.P.
File 021-579378
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2026 D/A
Partners Capital Harrier Fund (C), Ltd.
File 021-170207
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2026 D/A
Master Portfolio (C) S.A. SICAV-RAIF
File 021-146215
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2026 D/A
Partners Capital Phoenix Fund II Ltd - Diversified Income Fund
File 021-215662
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Master Portfolio (A), L.P.
File 021-145057
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Harrier Fund (A), L.P.
File 021-147916
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Kestrel Fund, L.P. Series D
File 021-191891
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Kestrel Fund, L.P. Series E
File 021-251003
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Kestrel Fund, L.P. Series C
File 021-248567
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Kestrel Fund, L.P. Series B
File 021-173511
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Kestrel Fund, L.P. Series J
File 021-276150
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Kestrel Fund, L.P. Series H
File 021-337254
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Kestrel Fund, L.P. Series N
File 021-337256
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Kestrel Fund, L.P. Series X
File 021-367077
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Kestrel Fund, L.P. Series Y
File 021-367061
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Kestrel Fund, L.P. Series S
File 021-298328
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Partners Capital Kestrel Fund, L.P. Series W
File 021-484094
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2025 D
Partners Capital Raven Secondaries Fund I, L.P.
File 021-568040
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2025 D/A
Partners Capital Merlin Co-Investment Fund IV, L.P.
File 021-509348
$0$0$0None listed on this filingEDGAR ↗
Mar 20, 2025 D
Partners Capital Condor Fund XVIII, L.P.
File 021-541519
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2024 D
Partners Capital Secondaries SMA 2024, L.P.
File 021-509774
$0$0$0None listed on this filingEDGAR ↗
Apr 1, 2024 D
Partners Capital Red Kite Fund III, L.P.
File 021-509271
$0$0$0None listed on this filingEDGAR ↗
Apr 1, 2024 D
Partners Capital Condor Fund XVII, L.P.
File 021-509268
$0$0$0None listed on this filingEDGAR ↗
Apr 10, 2023 D/A
Partners Capital Greyhawk Fund, L.P.
File 021-147921
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2023 D/A
Partners Capital Merlin Co-Investment Fund III, L.P.
File 021-467066
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2023 D
Partners Capital Condor Fund XVI, L.P.
File 021-477998
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2023 D
Partners Capital Red Kite Fund II, L.P.
File 021-477832
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2023 D/A
Partners Capital ESG Co-Invest Equities Fund LP
File 021-377816
$0$0$0None listed on this filingEDGAR ↗
Jun 29, 2022 D
Partners Capital Red Kite Fund I, L.P.
File 021-450586
$0$0$0None listed on this filingEDGAR ↗
Jun 13, 2022 D/A
Partners Capital Falcon Fund (A), L.P.
File 021-147919
$0$0$0None listed on this filingEDGAR ↗
Jun 10, 2022 D/A
Partners Capital Secondaries SMA 2020, LP
File 021-370995
$0$0$0None listed on this filingEDGAR ↗
May 4, 2022 D
Partners Capital Secondaries SMA 2022, L.P.
File 021-444378
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2022 D/A
Partners Capital Kestrel Fund, L.P. Series A
File 021-248568
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2022 D
Partners Capital Condor Fund XV, L.P.
File 021-440263
$0$0$0None listed on this filingEDGAR ↗
Apr 1, 2022 D/A
Partners Capital Merlin Co-Investment Fund II, L.P.
File 021-394520
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2022 D/A
Partners Capital Condor Fund XIV, L.P.
File 021-393600
$0$0$0None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 40

Every issuer that named Adam Spence on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

CA
Pooled Investment Fund · group: Partners Capital Condor

Champlain Aggregator LP

Boston, MA · Jun 18, 2026
  • Jun 18, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FA
Pooled Investment Fund · group: Partners Capital Condor

Fairfax Aggregator LP

Boston, MA · Jun 18, 2026
  • Jun 18, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Condor Fund XIX, L.P.

Boston, MA · Apr 7, 2026
  • Apr 7, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER OF CONDOR XIX) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Red Kite Fund IV, L.P.

Boston, MA · Apr 7, 2026
  • Apr 7, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER OF RED KITE IV) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Gryphon Fund I, L.P.

Boston, MA · Apr 7, 2026
  • Apr 7, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER OF GRYPHON I) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Phoenix Fund II Ltd - Diversified Income Fund

Boston, MA · Feb 7, 2025 → Feb 6, 2026 · 2 filings
  • Feb 6, 2026 · D/A · $509,035,544 sold of Indefinite · 75 investors · min. $100,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $458,418,699 sold of Indefinite · 67 investors · min. $100,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗

Raised $509M from 75 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

MP
Pooled Investment Fund · group: Partners Capital Condor

Master Portfolio (C) S.A. SICAV-RAIF

Boston, MA · Feb 7, 2025 → Feb 6, 2026 · 2 filings
  • Feb 6, 2026 · D/A · $605,367,486 sold of Indefinite · 57 investors · min. $125,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $581,557,486 sold of Indefinite · 55 investors · min. $125,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗

Raised $605.4M from 57 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Harrier Fund (C), Ltd.

Boston, MA · Feb 7, 2025 → Feb 6, 2026 · 2 filings
  • Feb 6, 2026 · D/A · $1,345,893,017 sold of Indefinite · 83 investors · min. $100,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $1,121,616,172 sold of Indefinite · 77 investors · min. $100,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗

Raised $1.35B from 83 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series Y

Boston, MA · May 17, 2022 → Jan 21, 2026 · 4 filings
  • Jan 21, 2026 · D/A · $90,175,580 sold of Indefinite · 10 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $66,636,774 sold of Indefinite · 8 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • May 17, 2023 · D/A · $61,696,774 sold of Indefinite · 7 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer) EDGAR ↗
  • May 17, 2022 · D/A · $37,929,774 sold of Indefinite · 7 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer) EDGAR ↗

Raised $90.2M from 10 investors as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series X

Boston, MA · May 17, 2022 → Jan 21, 2026 · 4 filings
  • Jan 21, 2026 · D/A · $88,617,712 sold of Indefinite · 9 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $75,558,013 sold of Indefinite · 7 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • May 17, 2023 · D/A · $44,097,000 sold of Indefinite · 7 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer) EDGAR ↗
  • May 17, 2022 · D/A · $33,274,000 sold of Indefinite · 6 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer) EDGAR ↗

Raised $88.6M from 9 investors as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series W

Boston, MA · Feb 7, 2025 → Jan 21, 2026 · 2 filings
  • Jan 21, 2026 · D/A · $29,117,801 sold of Indefinite · 1 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $29,117,801 sold of Indefinite · 1 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗

Raised $29.1M from 1 investor as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series S

Boston, MA · Nov 9, 2022 → Jan 21, 2026 · 3 filings
  • Jan 21, 2026 · D/A · $29,943,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $29,943,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Nov 9, 2022 · D/A · $29,943,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $29.9M from 2 investors as of the latest filing. Adam is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series N

Boston, MA · Apr 8, 2022 → Jan 21, 2026 · 4 filings
  • Jan 21, 2026 · D/A · $41,312,140 sold of Indefinite · 4 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $41,312,140 sold of Indefinite · 4 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Apr 10, 2023 · D/A · $41,221,015 sold of Indefinite · 4 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Apr 8, 2022 · D/A · $41,221,015 sold of Indefinite · 4 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $41.3M from 4 investors as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series J

Boston, MA · Apr 8, 2022 → Jan 21, 2026 · 4 filings
  • Jan 21, 2026 · D/A · $19,670,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $19,670,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Apr 10, 2023 · D/A · $20,130,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Apr 8, 2022 · D/A · $20,130,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $20.1M from 2 investors as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series H

Boston, MA · Apr 8, 2022 → Jan 21, 2026 · 4 filings
  • Jan 21, 2026 · D/A · $68,304,190 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $59,621,890 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Apr 10, 2023 · D/A · $37,784,610 sold of Indefinite · 4 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Apr 8, 2022 · D/A · $21,786,585 sold of Indefinite · 4 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $68.3M from 4 investors as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series E

Boston, MA · Apr 8, 2022 → Jan 21, 2026 · 5 filings
  • Jan 21, 2026 · D/A · $123,846,697 sold of Indefinite · 14 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $117,030,554 sold of Indefinite · 14 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Apr 10, 2023 · D/A · $65,952,996 sold of Indefinite · 13 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Oct 12, 2022 · D/A · $65,462,645 sold of Indefinite · 12 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Apr 8, 2022 · D/A · $55,879,000 sold of Indefinite · 9 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $123.8M from 14 investors as of the latest filing. Adam is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series D

Boston, MA · Apr 8, 2022 → Jan 21, 2026 · 4 filings
  • Jan 21, 2026 · D/A · $60,231,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $60,231,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Apr 10, 2023 · D/A · $60,231,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Executive Officer, Director (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Apr 8, 2022 · D/A · $60,231,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Executive Officer, Director (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $60.2M from 1 investor as of the latest filing. Adam is listed as executive officer, director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series C

Boston, MA · Apr 8, 2022 → Jan 21, 2026 · 4 filings
  • Jan 21, 2026 · D/A · $42,535,793 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $42,535,793 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Apr 10, 2023 · D/A · $42,535,793 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Apr 8, 2022 · D/A · $42,535,793 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $42.5M from 3 investors as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series B

Boston, MA · Apr 8, 2022 → Jan 21, 2026 · 4 filings
  • Jan 21, 2026 · D/A · $19,576,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $19,576,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Apr 10, 2023 · D/A · $19,576,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Apr 8, 2022 · D/A · $19,576,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $19.6M from 2 investors as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Harrier Fund (A), L.P.

Boston, MA · Mar 14, 2022 → Jan 21, 2026 · 5 filings
  • Jan 21, 2026 · D/A · $570,035,385 sold of Indefinite · 148 investors · min. $100,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $497,585,386 sold of Indefinite · 141 investors · min. $100,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Jan 12, 2023 · D/A · $389,230,182 sold of Indefinite · 128 investors · min. $100,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Jun 13, 2022 · D/A · $348,750,182 sold of Indefinite · 123 investors · min. $100,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Mar 14, 2022 · D/A · $320,229,865 sold of Indefinite · 118 investors · min. $100,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $570M from 148 investors as of the latest filing. Adam is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

MP
Pooled Investment Fund · group: Partners Capital Condor

Master Portfolio (A), L.P.

Boston, MA · Feb 10, 2022 → Jan 21, 2026 · 5 filings
  • Jan 21, 2026 · D/A · $1,602,378,350 sold of Indefinite · 228 investors · min. $100,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 7, 2025 · D/A · $1,343,279,007 sold of Indefinite · 215 investors · min. $100,000 · role: Executive Officer (Investment Committee Member) EDGAR ↗
  • Feb 10, 2023 · D/A · $1,256,625,203 sold of Indefinite · 202 investors · min. $100,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Jun 13, 2022 · D/A · $1,250,906,947 sold of Indefinite · 202 investors · min. $100,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Feb 10, 2022 · D/A · $1,215,304,134 sold of Indefinite · 198 investors · min. $100,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $1.6B from 228 investors as of the latest filing. Adam is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Raven Secondaries Fund I, L.P.

Boston, MA · Dec 23, 2025
  • Dec 23, 2025 · D · $82,750,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER OF RAVEN I) EDGAR ↗

Raised $82.8M from 4 investors as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Merlin Co-Investment Fund IV, L.P.

Boston, MA · Apr 2, 2024 → Apr 16, 2025 · 2 filings
  • Apr 16, 2025 · D/A · $73,840,000 sold of Indefinite · 74 investors · min. No minimum reported · role: Executive Officer (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗
  • Apr 2, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗

Raised $73.8M from 74 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Condor Fund XVIII, L.P.

Boston, MA · Mar 20, 2025
  • Mar 20, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Secondaries SMA 2024, L.P.

Boston, MA · Apr 5, 2024
  • Apr 5, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Red Kite Fund III, L.P.

Boston, MA · Apr 1, 2024
  • Apr 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Condor Fund XVII, L.P.

Boston, MA · Apr 1, 2024
  • Apr 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (PARTNER OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Greyhawk Fund, L.P.

Boston, MA · Apr 8, 2022 → Apr 10, 2023 · 2 filings
  • Apr 10, 2023 · D/A · $868,051,286 sold of Indefinite · 124 investors · min. $100,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Apr 8, 2022 · D/A · $487,932,019 sold of Indefinite · 120 investors · min. $100,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $1.16B from 130 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Merlin Co-Investment Fund III, L.P.

Boston, MA · Dec 9, 2022 → Apr 5, 2023 · 2 filings
  • Apr 5, 2023 · D/A · $46,385,000 sold of Indefinite · 56 investors · min. $250,000 · role: Executive Officer (Partner of the Sole Member of the General Partner.) EDGAR ↗
  • Dec 9, 2022 · D · $16,525,000 sold of Indefinite · 23 investors · min. $250,000 · role: Executive Officer (Partner of the Sole Member of the General Partner.) EDGAR ↗

Raised $46.4M from 56 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Condor Fund XVI, L.P.

Boston, MA · Apr 5, 2023
  • Apr 5, 2023 · D · $87,850,000 sold of Indefinite · 49 investors · min. $250,000 · role: Executive Officer (Partner of the Sole Member of the General Partner.) EDGAR ↗

Raised $87.8M from 49 investors as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Red Kite Fund II, L.P.

Boston, MA · Apr 4, 2023
  • Apr 4, 2023 · D · $179,625,000 sold of Indefinite · 10 investors · min. $250,000 · role: Executive Officer (Partner of the Sole Member of the General Partner.) EDGAR ↗

Raised $179.6M from 10 investors as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital ESG Co-Invest Equities Fund LP

Boston, MA · Jan 14, 2022 → Jan 12, 2023 · 2 filings
  • Jan 12, 2023 · D/A · $46,350,000 sold of Indefinite · 9 investors · min. $500,000 · role: Executive Officer (Partner of the Sole Member of the General Partner of the Issuer.) EDGAR ↗
  • Jan 14, 2022 · D/A · $46,000,000 sold of Indefinite · 9 investors · min. $500,000 · role: Executive Officer (Partner of the Sole Member of the General Partner of the Issuer.) EDGAR ↗

Raised $46.4M from 9 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Red Kite Fund I, L.P.

Boston, MA · Jun 29, 2022
  • Jun 29, 2022 · D · $113,090,000 sold of $113,090,000 · 12 investors · min. $25,000 · role: Executive Officer (Partner of the Manager of the General Partner.) EDGAR ↗

Raised $113.1M from 12 investors (100% of the $113.1M target) as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Falcon Fund (A), L.P.

Boston, MA · Feb 10, 2022 → Jun 13, 2022 · 2 filings
  • Jun 13, 2022 · D/A · $350,006,398 sold of Indefinite · 123 investors · min. $100,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗
  • Feb 10, 2022 · D/A · $327,006,397 sold of Indefinite · 121 investors · min. $100,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $383.4M from 128 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Secondaries SMA 2020, LP

Boston, MA · Jun 10, 2022
  • Jun 10, 2022 · D/A · $8,000,000 sold of $8,000,000 · 3 investors · min. $250,000 · role: Executive Officer (Partner of the General Partner of the Issuer) EDGAR ↗

Raised $8M from 3 investors (100% of the $8M target) as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Secondaries SMA 2022, L.P.

Boston, MA · May 4, 2022
  • May 4, 2022 · D · $11,150,000 sold of $11,150,000 · 11 investors · min. $400,000 · role: Executive Officer (Partner of the Manager of the General Partner.) EDGAR ↗

Raised $11.2M from 11 investors (100% of the $11.2M target) as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Kestrel Fund, L.P. Series A

Boston, MA · Apr 8, 2022
  • Apr 8, 2022 · D/A · $48,810,508 sold of Indefinite · 8 investors · min. $1,000,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $48.8M from 8 investors as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Condor Fund XV, L.P.

Boston, MA · Apr 4, 2022
  • Apr 4, 2022 · D · $89,892,000 sold of $89,892,000 · 45 investors · min. $25,000 · role: Executive Officer (Partner of the Manager of the General Partner.) EDGAR ↗

Raised $89.9M from 45 investors (100% of the $89.9M target) as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Merlin Co-Investment Fund II, L.P.

Boston, MA · Nov 9, 2021 → Apr 1, 2022 · 2 filings
  • Apr 1, 2022 · D/A · $266,031,001 sold of Indefinite · 60 investors · min. $250,000 · role: Executive Officer (Partner of the Sole Member of the Issuer.) EDGAR ↗
  • Nov 9, 2021 · D/A · $237,836,001 sold of Indefinite · 45 investors · min. $250,000 · role: Executive Officer (Portfolio Manager of the Fund.) EDGAR ↗

Raised $266M from 60 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Partners Capital Condor

Partners Capital Condor Fund XIV, L.P.

Boston, MA · Mar 25, 2022
  • Mar 25, 2022 · D/A · $516,505,480 sold of $516,505,480 · 32 investors · min. $250,000 · role: Executive Officer (Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $516.5M from 32 investors (100% of the $516.5M target) as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Adam 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

PC
Management entity

Partners Capital Investment Group, L.L.C.

Promoter, Executive Officer · 76 shared filings (32 issuers) · also on 25 other issuers

Partners Capital Investment Group, L.L.C. is on 57 issuers in total — a repeat sponsor. Their page lists every one.

PC
Management entity

Partners Capital GP I, LLC

Executive Officer, Promoter · 15 shared filings (15 issuers) · also on 3 other issuers

Partners Capital GP I, LLC is on 18 issuers in total — a repeat sponsor. Their page lists every one.

WP
Management entity

W. Partners Capital Investment Group, LLP

Executive Officer · 6 shared filings (5 issuers) · also on 1 other issuer

W. Partners Capital Investment Group, LLP is on 6 issuers in total — a repeat sponsor. Their page lists every one.

PC
Management entity

Partners Capital GP XIV, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Adam Spence. Their page shows their other deals.

PC
Management entity

Partners Capital GP XV, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Adam Spence. Their page shows their other deals.

PC
Management entity

Partners Capital GP XVI, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Adam Spence. Their page shows their other deals.

AB
No photo found yet (own website and image search run after this page is viewed)
Person

Alexander Band

Executive Officer · 88 shared filings (40 issuers) · also on 5 other issuers

Alexander Band is on 45 issuers in total — a repeat sponsor. Their page lists every one.

DS
No photo found yet (own website and image search run after this page is viewed)
Person

David Shushan

Executive Officer · 88 shared filings (40 issuers) · also on 19 other issuers

David Shushan is on 59 issuers in total — a repeat sponsor. Their page lists every one.

KM
No photo found yet (own website and image search run after this page is viewed)
Person

Kamran Moghadam

Executive Officer · 82 shared filings (38 issuers) · also on 7 other issuers

Kamran Moghadam is on 45 issuers in total — a repeat sponsor. Their page lists every one.

EF
No photo found yet (own website and image search run after this page is viewed)
Person

Euan Finlay

Executive Officer · 82 shared filings (38 issuers) · also on 11 other issuers

Euan Finlay is on 49 issuers in total — a repeat sponsor. Their page lists every one.

AW
No photo found yet (own website and image search run after this page is viewed)
Person

Adam Watson

Executive Officer · 81 shared filings (38 issuers) · also on 3 other issuers

Adam Watson is on 41 issuers in total — a repeat sponsor. Their page lists every one.

PD
No photo found yet (own website and image search run after this page is viewed)
Person

Paul A. Dimitruk

Executive Officer, Director · 60 shared filings (38 issuers) · also on 53 other issuers

Paul A. Dimitruk is on 91 issuers in total — a repeat sponsor. Their page lists every one.

RS
No photo found yet (own website and image search run after this page is viewed)
Person

Richard Scarinci

Executive Officer, Director · 56 shared filings (36 issuers) · also on 17 other issuers

Richard Scarinci is on 53 issuers in total — a repeat sponsor. Their page lists every one.

EB
No photo found yet (own website and image search run after this page is viewed)
Person

Emma Bewley

Executive Officer, Director · 56 shared filings (29 issuers) · also on 5 other issuers

Emma Bewley is on 34 issuers in total — a repeat sponsor. Their page lists every one.

TJ
No photo found yet (own website and image search run after this page is viewed)
Person

Toby Joll

Executive Officer · 56 shared filings (36 issuers) · also on 9 other issuers

Toby Joll is on 45 issuers in total — a repeat sponsor. Their page lists every one.

WJ
No photo found yet (own website and image search run after this page is viewed)
Person

William Jagger

Executive Officer · 55 shared filings (35 issuers) · also on 3 other issuers

William Jagger is on 38 issuers in total — a repeat sponsor. Their page lists every one.

ET
No photo found yet (own website and image search run after this page is viewed)
Person

Elizabeth Trotta

Executive Officer · 55 shared filings (36 issuers) · also on 1 other issuer

Elizabeth Trotta is on 37 issuers in total — a repeat sponsor. Their page lists every one.

AR
No photo found yet (own website and image search run after this page is viewed)
Person

Arjun Raghavan

Executive Officer · 54 shared filings (34 issuers) · also on 12 other issuers

Arjun Raghavan is on 46 issuers in total — a repeat sponsor. Their page lists every one.

SM
No photo found yet (own website and image search run after this page is viewed)
Person

Sud Murugesu

Executive Officer · 54 shared filings (30 issuers) · also on 4 other issuers

Sud Murugesu is on 34 issuers in total — a repeat sponsor. Their page lists every one.

WF
No photo found yet (own website and image search run after this page is viewed)
Person

William W. Fox

Executive Officer · 48 shared filings (29 issuers) · also on 27 other issuers

William W. Fox is on 56 issuers in total — a repeat sponsor. Their page lists every one.

TS
No photo found yet (own website and image search run after this page is viewed)
Person

Tobias Seth

Executive Officer · 48 shared filings (29 issuers) · also on 13 other issuers

Tobias Seth is on 42 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

PC
Sponsor group

Partners Capital Condor

95 issuers · 495 filings · $13.17B reported sold · 2009–2026

One team, 95 deal companies. Adam Spence is listed on 40 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Adam Spence.

Same business address

32 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

None of the 40 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Adam Spence by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 40 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Adam Spence is listed on: none on file. No website or social profile named in Master Portfolio (A), L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #44,705 of 374,652 in line (1,301 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Boston, MA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Massachusetts MassCourts ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Massachusetts Secretary of State business search ↗OpenCorporates ↗

Change history

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